摩根士丹利发表中国市场策略报告，列出新兴市场和中国「长仓」基金经理持有的前50大港股及中资股名单(Top 50 China/HK holdings among long-only EM and China active managers)：股份│国际及美国基金的组合所持权重腾讯(00700.HK) -16.000 (-2.572%) 沽空 $2.15亿; 比率 3.735% │17.9%阿里巴巴-W(09988.HK) -4.100 (-2.366%) 沽空 $3.71亿; 比率 5.392% │10%宁德时代(300750.SZ) +8.110 (+2.372%) │3.2%中国平安(02318.HK) -0.600 (-0.819%) 沽空 $4.36亿; 比率 18.439% │3.1%建行(00939.HK) -0.250 (-3.064%) 沽空 $1.20亿; 比率 12.243% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) -0.600 (-0.660%) 沽空 $2.85亿; 比率 16.168% │2.5%网易(09999.HK) -1.600 (-0.774%) 沽空 $2.22千万; 比率 6.979% │2.1%招行(03968.HK) +0.040 (+0.084%) 沽空 $1.59亿; 比率 26.164% │2.1%美团-W(03690.HK) -1.400 (-1.420%) 沽空 $1.47亿; 比率 11.492% │1.8%相关内容《蓝筹》招行(03968.HK)业绩快报 去年纯利升1.21%至1,501.81亿人币小米(01810.HK) -1.120 (-3.058%) 沽空 $5.75亿; 比率 23.220% │1.6%紫金(02899.HK) -4.240 (-9.189%) 沽空 $6.80亿; 比率 13.653% │1.5%携程(09961.HK) -0.400 (-0.083%) 沽空 $1.27千万; 比率 3.739% │1.4%美的集团(000333.SZ) -0.290 (-0.372%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) -36.720 (-2.554%) │1.1%汇川技术(300124.SZ) -1.240 (-1.634%) │1.0%比亚迪(01211.HK) -4.050 (-3.978%) 沽空 $3.06亿; 比率 26.315% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) -1.090 (-0.586%) │0.9%国寿(02628.HK) -0.640 (-1.802%) 沽空 $1.55亿; 比率 9.450% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) -0.400 (-0.644%) │0.9%中国财险(02328.HK) -0.200 (-1.220%) 沽空 $6.01千万; 比率 15.946% │0.9%港交所(00388.HK) -12.000 (-2.701%) 沽空 $1.02亿; 比率 8.978% │0.6%工行(01398.HK) -0.150 (-2.259%) 沽空 $7.96千万; 比率 10.232% │0.6%翰森制药(03692.HK) +0.100 (+0.260%) 沽空 $2.82千万; 比率 28.528% │0.6%药明康德(02359.HK) -4.400 (-3.806%) 沽空 $8.49千万; 比率 29.903% │0.6%海尔智家(06690.HK) -0.400 (-1.527%) 沽空 $2.52千万; 比率 12.744% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) -2.700 (-1.736%) 沽空 $1.36亿; 比率 19.354% │0.5%澜起科技(688008.SH) +19.670 (+12.128%) │0.5%申洲(02313.HK) -1.500 (-2.351%) 沽空 $3.73千万; 比率 16.148% │0.5%华润置地(01109.HK) -0.500 (-1.604%) 沽空 $5.95千万; 比率 12.823% │0.5%恒瑞医药(600276.SH) +0.050 (+0.086%) │0.5%京东(09618.HK) -2.200 (-1.920%) 沽空 $1.01亿; 比率 16.164% │0.5%安踏(02020.HK) -2.450 (-3.036%) 沽空 $7.39千万; 比率 23.713% │0.5%华润啤酒(00291.HK) -0.540 (-2.018%) 沽空 $1.23千万; 比率 8.546% │0.5%创科(00669.HK) +0.300 (+0.282%) 沽空 $9.62千万; 比率 29.227% │0.4%中石油(00857.HK) -0.110 (-1.171%) 沽空 $1.54亿; 比率 13.389% │0.4%相关内容《大行》瑞银：内地楼市回稳属言之尚早 新楼销售仍疲软海螺水泥(00914.HK) -0.640 (-2.514%) 沽空 $2.57千万; 比率 11.584% │0.4%太保(02601.HK) -0.280 (-0.706%) 沽空 $4.46千万; 比率 15.987% │0.4%快手(01024.HK) -2.800 (-3.376%) 沽空 $1.19亿; 比率 11.938% │0.4%洛阳钼业(03993.HK) -1.960 (-8.072%) 沽空 $1.43亿; 比率 12.312% │0.4%北方华创(002371.SZ) -0.140 (-0.029%) │0.4%紫金黄金国际(02259.HK) -26.200 (-10.703%) 沽空 $7.19千万; 比率 4.453% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +0.550 (+0.158%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) -0.710 (-4.226%) 沽空 $7.64千万; 比率 15.729% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-01-30 12:25。) (A股报价延迟最少十五分钟。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)